Edit My Companies for all users
resolver
1 Soluciones aceptada
Edit My Companies for all users
resolverHi @SThompson7,
The "My Companies" view is based on the property Company owner and cannot be edited. It's a default view. If you want to change what users see here, you'd have to change company record ownership: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner
You can however create any other filtered company view and share it with your users.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Edit My Companies for all users
resolverHi @SThompson7,
The "My Companies" view is based on the property Company owner and cannot be edited. It's a default view. If you want to change what users see here, you'd have to change company record ownership: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner
You can however create any other filtered company view and share it with your users.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
